Records ready for any
Services from Vw Aureus, start to finish.
Three jobs arrive most often: a mandate to set up, records to straighten out, or holdings to review. A short message is enough to start the conversation.
Records ready for any
The work Vw Aureus takes on, in brief
Three jobs arrive most often: a mandate to set up, records to straighten out, or holdings to review. Call or write and we will answer the specific question.
| Service | What it covers | Lead time |
|---|---|---|
| Mandate setup | Mandate setup: drafting the mandate, agreeing reporting dates, recording decision limits; the scope excludes regulated investment advice or discretionary dealing. | Mandate setup: drafting the mandate, agreeing reporting dates, recording decision limits; the scope excludes regulated investment advice or discretionary dealing. If a reporting date is close, put it in the first line of the message. |
| Portfolio administration | Portfolio administration includes reconciling statements, tracking income, keeping the audit trail. The listed scope excludes tax returns, which stay with your own accountant. | Agreed before booking, after the requirements and availability are reviewed. |
| Asset review | Asset review includes summarising holdings, testing costs against the mandate, noting drift. The listed scope excludes forecasts of return or promises about performance. | Agreed before booking, after the requirements and availability are reviewed. |
| Planning and advice | We talk through what you need, what is realistic and what it costs, so you can decide with the full picture in front of you. Send the latest statement and we will check it against the mandate. | Agreed before booking, after the requirements and availability are reviewed. |
Paul Street, LondonBased in
London and clients based abroadCoverage
A short call and sight of the mandateFirst step
One message is enough for us to come back with an answer, as it stands
+44 7699 668587
Send the essentials and we will confirm what is possible, what it costs and when we could start.